# Broker Buddha

> Deliver an unrivaled digital client experience for commercial insurance\.

## At a glance

| Field | Value |
| --- | --- |
| Category | Distribution & Sales |
| Type | Solutions Provider |
| Region | NA |
| Headquarters | New York, NY |
| Founded | 2017 |
| Stage | Acquired |
| Employees | 11-50 |
| Funding | Acquired |

## Overview

Broker Buddha is a digital client engagement platform designed for insurance agencies that transforms the commercial insurance application and renewal process into a fast, customer-friendly online experience. The platform eliminates the monotonous administrative work of processing insurance applications by converting static PDFs into interactive smart forms that clients can complete and sign online.

Often described as "TurboTax for commercial insurance," Broker Buddha replaces emails, paper, PDFs, spreadsheets, printers, and scanners with a single branded online experience. The platform identifies common questions across applications so clients only need to answer each question once, and pre-fills renewals with prior-year data so customers simply update their information.

Founded in 2017 as part of the Interplay venture foundry, Broker Buddha grew from the technology that powered the Founder Shield insurance brokerage. The company was acquired by Acturis Group in August 2023, marking the London-based insurance software provider's entry into the US market.

## Products & services

### Digital Client Engagement Platform

A cloud-based platform that streamlines the commercial insurance application and renewal process for brokers and their clients.

**Key features:**

- Interactive Smart Form Library with ACORD forms and carrier supplementals in online format
- Application Builder for selecting forms, adding schedules, setting due dates, and custom messaging
- Conditional logic that hides/reveals questions based on previous answers
- Single\-entry system identifying common questions across applications
- Pre\-filled applications with prior\-year data for renewals
- Integrated eSignature for electronic document signing
- White\-label branding consistent with agency identity

*Target users:* Independent insurance agencies, commercial insurance brokers

### Broker Buddha Lite

A streamlined version of the platform for agencies seeking core digital engagement features.

*Target users:* Smaller agencies or those new to digital workflows

### RESTful API

An API enabling agencies to programmatically interact with the Broker Buddha platform, retrieve data, and integrate with existing systems.

*Target users:* Agencies with custom technology stacks

## Category & focus

- Subcategories: Digital client engagement, application management, renewal automation
- Insurance verticals: P&C Commercial
- Target customers: Brokers, Agents/Agencies

## Notable customers

- AssuredPartners \(5th largest P&C agency in the US\)
- Brown & Brown
- Founder Shield
- Agile Insurance Services

## Links

- Website: <https://www.brokerbuddha.com>
- Directory profile: <https://insurtechlist.com/companies/broker-buddha/>
- Blog: <https://www.brokerbuddha.com/simplicity>
- About: <https://www.brokerbuddha.com/about>
- Linkedin: <https://www.linkedin.com/company/brokerbuddha>

---

*Last updated: 2026\-03\-25*